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How Wells Fargo Serves the Ultra-Rich Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.

Commentary & Ideas

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How Wells Fargo Serves the Ultra-Rich Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.

9 Smart Time Management Tips for Advisors

When are you most efficient in the day? Figure it out -- and then organize your daily time management strategy with your own circadian rhythms in mind, an LPL training consultant told a session at LPL’s annual conference in San Diego this week.

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Thanks for the article. Imho, calendars and to-do-lists are tedious and unintuitive for most people to use. Over 2B people use email but a tiny fraction use calendars and to-do-lists. Lot of things we need to get done come through email and get buried under other email - e.g. a meeting request, spouse's reminder. Or they may pop in our heads at a random times. It is not convenient to pull out a calendar or to-do-list to put it on there. Just the # of clicks it takes to enter an appointment is arduous.

It is much more natural to "tell" it to someone to get reminded about it - e.g. text it, send an email. Probably, why busy (and rich) people hire personal assistants.

We have created a service: https://www.joggleme.com to do exactly that. It makes calendars, to-do-lists and time management as simple as sending an email or a text message to your free personal assistant.